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Oppenheimer & Co’s Aegon AEG Stock Holding History

Oppenheimer & Co’s Portfolio AEG Stock Details AEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.11M Buy
605,608
+45,993
+8% +$379K 0.05% 352
2026
Q1 		$4.06M Buy
559,615
+47,590
+9% +$355K 0.05% 386
2025
Q4 		$3.95M Buy
512,025
+499,058
+3,849% +$3.82M 0.06% 350
2025
Q3 		$104K Hold
12,967
– – ﹤0.01% 1609
2025
Q2 		$93.9K Sell
12,967
-1,817
-12% -$12.1K ﹤0.01% 1569
2025
Q1 		$97.4K Hold
14,784
– – ﹤0.01% 1519
2024
Q4 		$87.1K Sell
14,784
-517
-3% -$3.24K ﹤0.01% 1512
2024
Q3 		$97.8K Hold
15,301
– – ﹤0.01% 1456
2024
Q2 		$93.8K Hold
15,301
– – ﹤0.01% 1386
2024
Q1 		$92.6K Buy
15,301
+1,717
+13% +$9.99K ﹤0.01% 1394
2023
Q4 		$78.2K Buy
13,584
+100
+0.7% +$520 ﹤0.01% 1344
2023
Q3 		$64.7K Sell
13,484
-8,500
-39% -$43.8K ﹤0.01% 1337
2023
Q2 		$111K Hold
21,984
– – ﹤0.01% 1350
2023
Q1 		$94.5K Hold
21,984
– – ﹤0.01% 1323
2022
Q4 		$111K Buy
21,984
+438
+2% +$2.03K ﹤0.01% 1284
2022
Q3 		$86K Buy
+21,546
New +$93.8K ﹤0.01% 1307
2022
Q1 		– Sell
-10,752
Closed -$51K – 1466
2021
Q4 		$51K Hold
10,752
– – ﹤0.01% 1466
2021
Q3 		$52K Sell
10,752
-207
-2% -$897 ﹤0.01% 1467
2021
Q2 		$42K Sell
10,959
-1,309
-11% -$5.57K ﹤0.01% 1491
2021
Q1 		$54K Buy
+12,268
New +$51.4K ﹤0.01% 1416
2018
Q2 		– Sell
-33,155
Closed -$183K – 1325
2018
Q1 		$183K Buy
+33,155
New +$183K ﹤0.01% 1234
2016
Q2 		– Sell
-14,753
Closed -$58K – 1223
2016
Q1 		$58K Buy
+14,753
New +$57.1K ﹤0.01% 1206

Other funds holding AEG

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oppenheimer & Co's AEG Position: Q2 2026 in Review

Oppenheimer & Co increased its Aegon (AEG) stake by 8.2% in Q2 2026, buying an estimated $379K and bringing the position to 605,608 shares worth $5.11M. The position accounts for 0.05% of the portfolio, ranked #352.

Oppenheimer & Co first reported a position in AEG in Q1 2016 and has held it in 22 quarters since. 310 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

  • Oppenheimer & Co held 605,608 shares of Aegon worth $5.11M as of Q2 2026.
  • Oppenheimer & Co bought 45,993 Aegon shares in Q2 2026, an estimated $379K.
  • Aegon made up 0.05% of Oppenheimer & Co's portfolio in Q2 2026, its #352 holding.
  • Oppenheimer & Co first reported a position in Aegon in Q1 2016 and has held it in 22 quarters since.
  • 310 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.